Webinars With Industry Experts

Investment Basics For Advisors To Teach Prospects And Clients

    Where do you start with a prospect? How do you ensure you and your clients start off right and stay on the same track? At this webinar, Dr. Craig Israelsen, a professor who has taught family financial management at universities for over two decades, talks about the tenets of investing that investment advisors should be sharing with their clients and prospects. This webinar provides an overview of the "why" and "how" of investing based broad diversification and strategic asset...

Performance And Risk Metrics For Clients

    While standard deviation is commonly-used as a measure of risk, it is not how clients think of risk. To understand the nature of risk, negative returns and the worst one-year return in a long period are often more enlightening.  When clients have a clear understanding of the performance and risk attributes of their portfolios, they are more likely to stay committed to their game plan. At this session, Dr. Craig Israelsen, an expert in investment analytics, talks about...

Compliance Features For Advisors In Microsoft Office 365

You can configure and use Microsoft Office 365 to help meet SEC, state, and FINRA regulations, including: • Security permission levels • Hold, Search, Investigation • How to archive • What gets archived • Progress toward SEC 17a-4 compliance At this session, we’ll show you how to benefit from the Microsoft Cloud’s enterprise. These features were engineered based on Microsoft’s 30 years of experience in developing systems for regulated businesses. These advanced settings in...

Applying Behavioral Finance Theory To Respond To Brexit Fallout

With Brexit unexpectedly unfolding, join us for special coverage today of the BREXIT surprise on Sunday at 12 noon. The BREXIT’s market implications and associated behavioral issues will be covered by Rick Bensignor, a former chief market strategist at Wall Street’s largest firms and expert in technical analysis, hedging strategies, and behavioral finance.This webinar is eligible for live CPA CPE credit.

BREXIT Webinar, Today At 4 ET

With Brexit unexpectedly unfolding, join us for special coverage today of the BREXIT surprise at 4 ET. Shehriyar Antia, a former NY Fed Senior Analyst, assesses how BREXIT will affect Federal Reserve Board policy and offers his view on the implications of this unexpected development. In addition, economist Fritz Meyer will give you his up to the minute views. Bob Keebler’s planned session has been postponed until Wednesday, June 29 at 4 p.m. ET. MORE BREXIT...

Security Features Of Microsoft Office 365/Microsoft Cloud

At this session in our ongoing series for investment advisors, we'll review the security features of Microsoft Office 365/Microsoft Cloud. At this session, you'll learn about:   • Microsoft Trust Center as a resource • Basics for the Microsoft cloud, specifics for Office 365 • Features advisors should focus on • Encryption, Customer Lockbox, Identity Management • Government access to data Office 365 Training for Advisors is a series of 12 monthly classes, available 24/7....

Working With Web Apps And Documents Online In Microsoft Office 365

  At this session in our ongoing series for investment advisors, we'll review working with web apps and documents online within Microsoft Office 365.  At this session, you'll learn about:   • When to use Web Apps vs Desktop Apps • Accessing documents via web app • Feature comparisons web vs desktop versions • Quick view of sharing functionality • Mobile apps Office 365 Training for Advisors is a series of 12 monthly classes, available 24/7. The series started in January...

A Simple New Approach To Retirement Income Planning

Popular financial planning apps relying on Monte Carlo are no longer enough, not for a fiduciary. The most popular programs are criticized for making overly optimistic projections. Left to default settings, your plans for clients may not be reflecting the unusually low inflation environment and expected bond returns.   This new app and its approach are simple. No sign-in is required, it’s inexpensive and you can use it for lead generation.   At this webinar, you will learn about...

Defining A Fiduciary-Level Of Diversification

At this session, Dr. Craig Israelsen will define the important dimensions of diversification in fulfilling the responsibility of a fiduciary.   The discussion is framed around analysis of four Vanguard portfolios over the past 16 years. At this session, Craig Israelsen will teach financial professionals about the:   • dimensions of diversification • varying degrees of diversification • performance variance of the four models over the past 16...

Using Skype For Business In An Advisory Firm

At this session in our ongoing series for investment advisors, we'll review Skype for Business – the communications tool integrated with the Office 365 subscriptions. Formerly known as Lync, Skype for Business gives you voice, video, conferencing, and even connection to the public telephone network and makes advisors more productive. At this session, you'll learn about:   • How to use Skype for Business in an advisory firm • Initiating video and audio...

Disaster Planning For RIAs

Disaster planning for RIAs must insure business continuity — that you will never lose access to critical data and applications in the event of a natural disaster, cyber-attack, human error, or other catastrophic event. Business continuity planning is critical to any business, but it is legally required of RIAs. At this session, experienced IT professionals will tell you about the latest IT solutions that make RIAs more efficient, compliant, secure, and disaster-proof,...

Retirement Portfolios Rated For Survivability Over 56 Rolling 35-Year Periods

How long will a portfolio last? Based on 90 years of data, from 1926 to 2015, and withdrawal rates ranging from 3% to 8% annually, we will review the results of various portfolios and examine their survival rates over 56 rolling 35-year periods.   With retirement income planning now the chief challenge professionals must counsel clients on, Dr. Craig Israelsen reviews his latest findings, which demonstrate a novel way to help clients visualize the risk of running out of money...

Using OneDrive For Business And SharePoint In An Advisory Practice

  At this session in our ongoing series for investment advisors, we'll review how to establish a sync with OneDrive for Business and discuss the intimate details about your first upload.   Getting your documents in the cloud and synchronized with your computer, tablet, and smartphone is a must for any professional. It makes security, disaster recovery and regulatory compliance more manageable, enables collaboration, and unlocks your intellectual capital.   At...

How Advisor Chat Service Eliminates RoboAdvisor Threat

If a client is at a car dealership and needs to know if he should lease or buy a car, he can chat you. If a young couple are at an open-house and want to confirm they indeed can afford to bid on their dream home, they can chat you.   For financial professionals, implementing a chat service model can eliminate the roboadvisor threat and improve your service virtually overnight. CFPs, CIMAs, ChFCs, CLUs, CFAs, CPA financial planners, and other financial professionals know their clients...

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